I like your analysis and hope it becomes a reality. However, I think you summarized it all too well for those of us who have help held this stock since it was spun-off from NWI:
"Encouraging and shows NI's huge potential if Mgmt executes their strategy well."
Unfortunately, management is what it is and it ain't nothing to write home about. The company has had potential since its inception. Perhaps this time they are sincere and will execute in a timely manner. Sadly, hope does spring eternal.